Microsoft Power Automate for Beginners: Automate Workflows

Explore deeper Power Automate integrations with Forms, Planner, Teams, and Power Apps, and complete exercises creating surveys in Forms and a Planner plan within the Office 365 ecosystem.

Access Microsoft Forms via the app launcher, navigate home and create menus, open recent forms such as a technology survey, and pin items for quick access.

Create a power automate survey form using forms, with a yes/no choice, a five-star rating, and a text question. Attach it to an automated cloud flow to handle responses.

Create a survey form in Power Automate Part 2, add options beginner, intermediate, and advanced, then preview in computer and mobile views.

Learn why a newly created form may not appear in recent and how to view all forms using the All My Forms link in Microsoft Power Automate for Beginners.

Create an automated cloud flow in Power Automate that sends an email with form responses whenever a new survey submission arrives, using get response details and Outlook.

Test a flow by submitting three survey responses in Power Automate using preview mode, then review the Responses tab metrics and charts and export results to Excel or email.

Learn to create and organize plans in Microsoft Planner, set privacy, add tasks with due dates and assignees, and manage work with buckets (to do, in progress, completed) and labels.

Create a planner plan, track tasks in progress or not started with a calendar view, customize background coloration, configure notifications, and switch to the Create screen in Power Automate.

build an automated cloud flow from planner to outlook tasks, setting the subject as the task title and due date, then test and validate the flow.

Create a Power Automate flow from a template that links Planner, Forms, and Teams, including retrieving the Plan ID and posting a Teams message.

Learn how to create a basic project plan in Project Online and integrate it with Power Automate, including outlining phases, adding tasks and subtasks, setting durations, and reviewing timelines.

Set up task relationships in a project timeline using finish-to-start links across tasks, phases, and summary tasks, adjust durations, and prepare a workflow in Power Automate.

Create a flow from PowerApps by using a Microsoft Dataverse button to trigger an Outlook email when a Dataverse record is selected, and test the flow by refreshing the screen.

Create a model-driven app by integrating Power Apps with Power Automate, building two SharePoint lists, and configuring fields such as contact email, asset type choices, and a repair shop lookup.

Build an instant cloud flow in PowerApps to create SharePoint items, mapping title, asset type value, and repair shop ID from PowerApps triggers.

Create a canvas app from blank, add a text input and a button, then wire the button to the In-App Power Automate flow with InterAssetTitle.

Test a flow in Power Apps by saving the app, running the flow to push form data to a SharePoint list, and verifying assets appear in the site.

Explore how to monitor Power Automate flows by viewing analytics, statistics, and metrics, including the 28 day run history and the analytics icon on a sample forms flow.